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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $323,269 | $95,917+237.0% | $79,583+306.2% | $134,545+140.3% |
| Participation rate | 69.2% | 75.0%-5.8pp | 69.5%-0.3pp | 81.2%-12.0pp |
| Annual return | -13.93% | -2.70%-11.2pp | 0.16%-14.1pp | 418.37%-432.3pp |
| Employer contribution / active EE | $1,923 | $3,129-38.5% | $2,414-20.3% | $4,742-59.4% |
| Participant deferral / active EE | $2,031 | $4,694-56.7% | $3,986-49.1% | $6,401-68.3% |
| Admin fee / account holder | $12,479 | $9,132+36.7% | $6,835+82.6% | $11,431+9.2% |